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Schwab Managed Retirement Trust Funds™ (SMRT Funds)

Unit Class Fund Fact
Sheet
Unit Class I
Unit Class II
Unit Class III
Unit Class IV
Unit Class V1

1. To invest in SMRT Funds Unit Class V, a plan must map a minimum of $100 million or plans must be greater than $400 MM in total plan assets.


Schwab Indexed Retirement Trust Funds® (SIRT Funds)

Unit Class
Fund Fact
Sheet
Unit Class I
Unit Class II (Closed to new investors)

Schwab Diversified Allocation Trust Funds

Fund Name - Unit Class Fund Fact
Sheet
Diversified Growth - Retirement (Closed to new investors)
Diversified Growth - Institutional (Closed to new investors)
Diversified Aggressive - Retirement (Closed to new investors)
Diversified Aggressive - Institutional (Closed to new investors)

Schwab Institutional Trust Funds®

Fund Name – Unit Class
Fund Fact
Sheet
Large Cap Value – Retirement (Closed to new investors)
Large Cap Value – Institutional (Closed to new investors)
Large Cap Growth – Institutional
Small Cap – Institutional (Closed to new investors)
Diversified International – Institutional

Schwab Institutional Trust Funds®

Fund Name – Unit Class
Fund Fact
Sheet
Core Plus Fixed Income – Unit Class I
Core Plus Fixed Income – Unit Class III

Schwab Stable Value Fund™

Unit Class
Fund Fact
Sheet
Gross
Retirement
Select
Advisor
Institutional
Institutional II
Institutional III
Schwab Stable Value Fund closed in April 2012.